AI foundation model startups
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Oct 9, 2025 by Rory O'Driscoll · across every show →
Everything said about AI foundation model startups, oldest first
Oct 9, 2025 bearish
O'Driscoll: Non-OpenAI and Anthropic AI startups won't raise needed capital
“I don't think it's a monopoly, but I think it's definitely an oligopoly. To be clear. So I think that, yes, the number two at Tropic clearly can. It's a differentiated number two with an overlapping, but strategy, but not, you know, one is winning in consumer,…”